On April 8, Trina Solar Co.Ltd(688599) held the "Suqian 8GW TOPCON battery project kick-off meeting" in Suqian production base, Jiangsu Province. At the kick-off meeting, the company determined the work content of the 8GW TOPCON battery project and announced that the project will be put into operation in the second half of 2022.
It is understood that Trina Solar Co.Ltd(688599) has been laying out TOPCON battery research and development since 2015. Through six years of technology accumulation and breakthrough, it has successfully realized the self-developed 210 mm battery in March this year × The maximum battery efficiency of 210 mm high-efficiency i-topcon battery reached 25.5%, creating a new world record for the efficiency of large-scale industrialized n-type monocrystalline silicon TOPCON battery.
Cecep Solar Energy Co.Ltd(000591) cell, as the core link of realizing photoelectric conversion in photovoltaic industry chain and an important part of photovoltaic modules, its performance directly determines the power generation of terminal products and the stability of system operation. Compared with the average conversion efficiency of perc technology in the current market of 23.4%, n-type TOPCON technology can increase the conversion efficiency by 1-2 percentage points, and the power generation in the whole life cycle can increase by more than 3.7%. Its excellent performance has been widely recognized and first applied in Europe and the United States and other high-end markets, and the market acceptance continues to improve.
"Since the realization of technology industrialization in 2018, the company has accumulated more than 4 years of experience in the pilot test line of TOPCON battery. At present, the mass production conversion efficiency of 210 large-scale TOPCON pilot test line has exceeded 24.5%, up to 25.5%." According to Trina Solar Co.Ltd(688599) introduction, by combining the advantages of n-type high power and the technical characteristics of 210 large-size platform with low voltage and high string power, the company opens up a new direction for further reducing the system cost at the system end, effectively reduces the BOS cost and lcoe (levelized kwh cost) of the system, improves the internal rate of return and provides customers with maximum system value.
Talking about the impact of the new 8GW TOPCON battery project on the company, Trina Solar Co.Ltd(688599) said: "on the one hand, this capacity expansion will further enhance the self-production capacity of the company's advanced and efficient Cecep Solar Energy Co.Ltd(000591) batteries and meet the growing demand of the downstream market for 210 + n-type efficient Cecep Solar Energy Co.Ltd(000591) components. On the other hand, it will also accelerate the upgrading of the industry from p-type to n-type commercial industry, further reduce lcoe and help the realization of the national" double carbon "goal strategy."
